Our Team

 

Naomi R. D’Agostino, CLU®

Founder and Principal

Everyone desires financial security. After over 20 years providing financial advice to clients, I’ve learned that everyone has a financial plan in mind. My job is to help define that plan, and create a path to achieving their financial success.

My approach is to listen carefully, and present ideas that are customized for each individual and their specific situation; from accumulating assets, to health event planning, to protecting income for life, to passing on a legacy.

I have been running my own successful Insurance and Financial Services business since 1996. I have achieved numerous industry awards, including membership in the Million Dollar Roundtable, and am involved with numerous community and professional organizations, including the Bath Business Association and Am Spirit. Past associations include the Akron YMCA Camp Y-Noah, Akron Rotary Camp, and the Center for Prevention of Domestic Violence in Cleveland.

Working in my father’s recycling business taught me many of the benefits, opportunities and challenges of small business owners. My own experiences as a single mom raising two wonderful daughters have taught me the need for financial independence. Later, the balancing and blending of two families in a new marriage have helped me to understand the need to plan for flexibility, and life’s unexpected events.

These experiences, along with the many stories and lessons learned from working with clients to plan their financial road map, give me a unique perspective and ability to help others achieve their goals.

Robert J Routson

 

Robert J Routson, CHFC®

Principal

Early on in my first career as Director of Finance for the City of Berea, Ohio, I learned the value of using clear and concise language. After a very long evening City Council meeting to approve the City’s annual budget, I received a call from the newest council member requesting a one-on-one meeting. He appreciated the precise and detailed explanations of public finance, but to him it sounded like an unknown language. In future meetings when possible, I would eliminate confusing Federal, State and Local terms and jargon to explain how a city government operates.

That lesson continues to be present, 34 plus years later, in my current role as a Chartered Financial Consultant. My focus is working with individuals and businesses to plan strategies for wealth accumulation, retirement plans, and foundations for estate planning.

As a volunteer, I have assisted organizations in my community to plan for their future development. Some of my past involvement includes the Brecksville Broadview Heights Schools Foundation, Cuyahoga County Public Library Capital Expansion Committee, Cuyahoga Valley Career Center Levy Campaign, and the Rock N Roll hall of Fame Membership Drive. I currently serve on the Board of Directors for the Emerald Credit Union in Garfield Heights, Ohio and on the Board of Zoning for the City of Broadview Heights, Ohio.

I consider myself fortunate to help make a difference in my clients’ lives, community at large, and am grateful to have met many wonderful people in my career.